We believe that great experiences are meant to be shared. Please invite friends, family, colleagues and neighbors who could find value in our services.

REGISTER HERE

Please be sure to register in advance as registrations are limited.

Socially Responsible Investing Webinar

Isn’t it time that we started to care how profits are made, and not just how much profit is made? Learn how to put your money where your heart is with this free webinar on Socially Responsible Investing with Darren Leader, CFA.

Medicare Advantage In-Person Event

Join us for an in-person session to answer all of your questions regarding Medicare Advantage.

Social Security Webinar

Social Security can be far more complicated than you think. You may find yourself asking "When should I apply for Social Security?", "How much should I expect to receive?", or "How can I maximize my benefit?". This free, educational webinar will help answer these questions and more as we explore the basics of Social Security.

Please join us Thursday, July 15th at 6pm, brought to you by Simmons Capital Group and Community Resource FCU!

Join Simmons Capital Group for an online presentation on providing both traditional group benefits to your employees as well as more progressive benefits at little to no cost to you as the employer. This workshop will explain to you how to offer benefits that will improve recruitment, retention and productivity with your employees.

Join us to learn about annual open enrollment that begins October 15th and what it means for you. For some this is your first time enrolling a plan and for others it is a time to evaluate your current plan and learn about new options and plans available. This is an online, free workshop.

Whether you are approaching your initial enrollment for Medicare or you are considering changing plans during open enrollment, this session will help educate you to the basics of Medicare, the options available, deadlines and potential penalties when deadlines are missed. We will discuss the basics including general premiums costs, considerations when selecting a carrier, and the supplemental programs available.

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced?

Join us in this free online workshop to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

Whether you are approaching your initial enrollment for Medicare or you are considering changing plans during open enrollment, this session will help educate you to the basics of Medicare, the options available, deadlines and potential penalties when deadlines are missed. We will discuss the basics including general premiums costs, considerations when selecting a carrier, and the supplemental programs available.

Love hearing about the wind farms being built or about the newest electric car to hit the market? Seems really intimidating to get involved in such huge scale projects… but maybe not.

Worried that the companies you’re investing in, or want to invest in, might using child labor or aren’t as eco-friendly as you thought? How do you find companies that align with your values?

Learn how to put your money where your mind is with this workshop on Socially Conscious Investing with Darren Leader from Simmons Capital Group. Investing consciously should not only be for the lucky few. Plus, you should be really proud of what you’re investing in. Isn’t it time that we started to care how profits are made, and not just how much profit is made?

Simmons Capital Group will be hosting this free workshop to give you an overview of what Socially Responsible Investing is, the pros and cons and the practical ways in which you can better align your investments with your values.

Saving for college can be really intimidating.  How much should you put away for college?  What type of accounts should you use and will saving for college negatively impact your child’s ability to get financial aid?  In this educational session we will be discussing what a 529 plan is, how best to use it to save for your child’s education, and other helpful college financial planning tips.

Attention parents and grandparents! We all want our kids to succeed financially.  Let’s give them the knowledge they need to get on the right track early and to start out their lives making smart money moves.

On July 21 from 6-7:30pm, Simmons Capital Group will be hosting a free workshop designed to teach your kids and grandkids the basic financial knowledge that you probably wish you knew when you were their age. 

We will be talking about…

• The basics of investing
• The best types of retirement savings accounts
• The best way to pay down student loan debt
• Plus, other helpful money-tips to get them on the right track. 

This is not some boring old financial class.  It will be fun, engaging and enjoyable for students of all ages and knowledge levels.  We promise to have not put them to sleep…

We would love to have you attend this class with your kids/grandkids to show them support and help them to implement what they have learnt after the class. 

This class is best suited for high school and college students.

Timing is everything!  Social security is a pivotal component to your decision making and confidence regarding your income in retirement.  This session will go over the basics of social security, including the impacts of working in retirement, timing of benefits filing and how life changes can impact and sometimes add benefits.  Whether you are single, married, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime. 

Have you heard this one before? "My expenses will be lower in retirement, so I don't need to save as much now", or what about, " I will only have to look after myself in retirement." Well... are these retirement myths or facts? We will spend some time debunking retirement myths and help you to figure out the answer to the simple question that you've been asking yourself: "Am I ready to retire?”

PLEASE NOTE: THIS HAS CHANGED TO AN ONLINE WORKSHOP ONLY!

Attention parents and grandparents! We all want our kids to succeed financially.  Let’s give them the knowledge they need to get on the right track early and to start out their lives making smart money moves.

On March 25 from 6-7:30pm, Simmons Capital Group will be hosting a free workshop designed to teach your kids and grandkids the basic financial knowledge that you probably wish you knew when you were their age. 

We will be talking about…

• The basics of investing
• The best types of retirement savings accounts
• The best way to pay down student loan debt
• Plus, other helpful money-tips to get them on the right track. 

This is not some boring old financial class.  It will be fun, engaging and enjoyable for students of all ages and knowledge levels.  We promise to have not put them to sleep…

We would love to have you attend this class with your kids/grandkids to show them support and help them to implement what they have learnt after the class. 

This class is best suited for high school and college students.

Join us online on March 25! More info and registration here:

Have you heard about the biggest change to the tax law effecting IRA’s since they came into existence in 1975?  It occurred quietly before Christmas, buried in the news behind impeachment headlines and Iran – USA relation stress.

The SECURE ACT  which stands for Setting Every Community Up for Retirement Enhancement Act of 2019, was approved by the Senate on Dec.19, 2019.  In our opinion, this far-reaching bill is the largest money grab that we have seen from our government in our 30 years as financial advisers.

Join us for our upcoming workshop which will detail the changes to IRA’s and how they will impact you and your heirs.

Can’t make the in-person class but still want the information? Join our online class on March 4 at 7pm.

Attention parents and grandparents! We all want our kids to succeed financially.  Let’s give them the knowledge they need to get on the right track early and to start out their lives making smart money moves.

On January 7th 2020 and Thursday 9th 2020 from 6-8pm, Simmons Capital Group will be hosting 2 free sessions designed to teach your kids and grandkids the basic financial knowledge that you probably wish you knew when you were their age. 

We will be talking about…

• The basics of investing
• The best types of retirement savings accounts
• The best way to pay down student loan debt
• Plus, other helpful money-tips to get them on the right track. 

This is not some boring old financial class.  It will be fun, engaging and enjoyable for students of all ages and knowledge levels.  We promise to have some yummy treats and not put them to sleep…

We would love to have you attend these classes with your kids/grandkids to show them support and help them to implement what they have learnt after the class. 

This class is best suited for high school and college students. Attendance is free, but space is limited. Note, the classes are both the same on both dates, we are just offering two different dates for scheduling convenience. Please RSVP to book your spot using the form below:

Attention parents and grandparents! We all want our kids to succeed financially.  Let’s give them the knowledge they need to get on the right track early and to start out their lives making smart money moves.

On January 7th 2020 and Thursday 9th 2020 from 6-8pm, Simmons Capital Group will be hosting 2 free sessions designed to teach your kids and grandkids the basic financial knowledge that you probably wish you knew when you were their age. 

We will be talking about…

• The basics of investing
• The best types of retirement savings accounts
• The best way to pay down student loan debt
• Plus, other helpful money-tips to get them on the right track. 

This is not some boring old financial class.  It will be fun, engaging and enjoyable for students of all ages and knowledge levels.  We promise to have some yummy treats and not put them to sleep…

We would love to have you attend these classes with your kids/grandkids to show them support and help them to implement what they have learnt after the class. 

This class is best suited for high school and college students. Attendance is free, but space is limited.  Note, the classes are both the same on both dates, we are just offering two different dates for scheduling convenience. Please RSVP to book your spot using the form below:

Presenters: Kelly Buell of Golden Solutions & Audra Higgins of Simmons Capital Group

Whether you are approaching your initial enrollment for Medicare or you are considering changing plans during open enrollment, this session will help educate you to the basics of Medicare, the options available, deadlines and potential penalties when deadlines are missed.  We  will discuss the basics including general premiums costs, considerations when selecting a carrier, and the supplemental programs available.

Come and learn what you need to know!

Tuesday, November 5th |6:30pm-8pm
Community Resource Federal Credit Union, 20 Wade Rd, Latham

RSVP Limited Seats Available! Please email or call to officially hold your spot to csomers@communityresourcefcu.com
or by calling 518-783-2211 ext 222

Since our inception, Simmons Capital Group has used two value statements to explain the core values of our firm. “Honest, Objective Financial Advice.” undergirds the services that we provide to our clients. “Improving lives locally, regionally and globally.” informs the “why” behind what we do. From our very beginning, we have desired to improve the quality of life for both our clients and those who are less fortunate. Our annual philanthropy awards have become a small part of our larger charitable endeavors. As many of you know, our founder, Don Simmons travels extensively seeking to improve lives in some of the most impoverished countries of the world. At this year’s event Don will share stories of projects that Simmons Capital Group is helping to finance to alleviate poverty and exploitation, to provide fair and living wage employment in communities with rampant unemployment, to clean and care for our environment and to bring justice, peace, purpose and prosperity in communities where hope has been lost.

Please join us for a complimentary event and dinner reception as we celebrate the organizations who are the recipients of our client’s choice awards for 2019 and to hear compelling stories of Simmons Capital Group’s global impact.

RSVP BY 09.20.19: (518) 406-5624 OR Email RECEPTION@SIMMONSCAPITALGROUP.COM

Speaker: Darren J. Leader, CFA
Director of Research & Financial Planning, Simmons Capital Group

Have you heard this one before? "My expenses will be lower in retirement, so I don't need to save as much now", or what about, " I will only have to look after myself in retirement." Well... are these retirement myths or facts? We will spend some time debunking retirement myths and help you to figure out the answer to the simple question that you've been asking yourself: "Am I ready to retire?"

A free personalized social security analysis will be offered to those that attend this free workshop.

RSVP Limited Seats Available! Please use the TICKETS link below to officially hold your spot.

Have you heard this one before? "My expenses will be lower in retirement, so I don't need to save as much now", or what about, " I will only have to look after myself in retirement." Well... are these retirement myths or facts? We will spend some time debunking retirement myths and help you to figure out the answer to the simple question that you've been asking yourself: "Am I ready to retire?"

Speaker: Darren J. Leader, CFA
Director of Research & Financial Planning, Simmons Capital Group

A free personalized social security analysis will be offered to those that attend this free workshop.

RSVP Limited Seats Available!

Speaker Audra K. Higgins, Partner/COO Simmons Capital Group

Timing is everything!  Social security is a pivotal component to your decision making and confidence regarding your income in retirement.  This session will go over the basics of social security, including the impacts of working in retirement, timing of benefits filing and how life changes can impact and sometimes add benefits.  Whether you are single, married, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

 A free personalized social security analysis will be offered to those that attend.

RSVP to the FREE workshop using the button below. Limited Seats Available!

Brought to you by:

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

This is an online workshop

Register for the free workshop here: https://www.crowdcast.io/e/xk693gt7

Love hearing about the wind farms being built or about the newest electric car to hit the market? Seems really intimidating to get involved in such huge scale projects… but maybe not.

Worried that the companies you’re investing in, or want to invest in, might using child labor or aren’t as eco-friendly as you thought? How do you find companies that align with your values?

Learn how to put your money where your mind is with this workshop on Socially Conscious Investing with Darren Leader from Simmons Capital Group. Investing consciously should not only be for the lucky few. Plus, you should be really proud of what you’re investing in. Isn’t it time that we started to care how profits are made, and not just how much profit is made?

Register to attend this free workshop:

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

This is an online workshop

Register for the free workshop here: https://www.crowdcast.io/e/6ut8pqlh

Are you getting ready to leave college and are scouting out your real first job? Join our free class to learn all about how to negotiate your first job offer. What, you didn’t know you can negotiate your paid time off and other benefits? Not to mention your salary. We’ll also be covering how to really network like a pro and not make any mistakes in the process. (hint, hint… you can take that summer ice cream job from high school off your LinkedIn).

This workshop is led by Suzanne O’Connor of Sienna College and Darren Leader of Simmons Capital Group.

Workshop is free to attend, please register using the form below.

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

*Please Register by calling the Library, or going directly to the Library Event Calendar.

Hosted by Simmons Capital Group

Timing is everything! Social security is a vital component to your decision making regarding your income in retirement. This session will go over the basics of social security, including the impacts of working in retirement, timing of benefits filing and how life changes can impact and sometimes add benefits.

A free personalized social security analysis will be offered to those that attend.

*Please register by calling the Library, or going directly to the Library Event calendar.